Jackson Grant Investment Advisers’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.61K | Hold |
12
| – | – | ﹤0.01% | 306 |
|
|
2025
Q1 | $4.4K | Hold |
12
| – | – | ﹤0.01% | 320 |
|
|
2024
Q4 | $5.22K | Buy |
+12
| New | +$5.22K | ﹤0.01% | 311 |
|
|
2024
Q2 | – | Sell |
-29
| Closed | -$15.2K | – | 408 |
|
|
2024
Q1 | $15.2K | Hold |
29
| – | – | 0.01% | 238 |
|
|
2023
Q4 | $14.2K | Hold |
29
| – | – | 0.01% | 238 |
|
|
2023
Q3 | $11.6K | Hold |
29
| – | – | 0.01% | 249 |
|
|
2023
Q2 | $13.6K | Hold |
29
| – | – | 0.01% | 245 |
|
|
2023
Q1 | $15.8K | Buy |
+29
| New | +$15.8K | 0.01% | 273 |
|